Powered by MOMENTUM MEDIA

InvestorDaily Latest News

IRESS clinches XPLAN Prime deal with ClearView

By Reporter

— 1 minute read

14 August 2017

IRESS has announced that insurer and wealth management firm ClearView will integrate the XPLAN Prime objectives-based, scaled-advice solution.

Advertisement

Advertisement

>IRESS head of wealth management Tizzy Vigilante said XPLAN Prime is well suited for for ClearView.

“We know consumers everywhere are increasingly seeking more options in what financial advice they receive, and Prime allows advisers to provide advice for a specific need or multiple topics in significantly less time,” she added.

The integration of XPLAN Prime means that the partnership between IRESS and ClearView will remain, as ClearView mostly relies on IRESS for its advice platform and back office (XPLAN), and its superannuation platform (Acurity).

related articles

'AGL is a failure of stewardship', says Tim Buckley

AGL is a failure of stewardship, according to the CEO of Climate Energy Finance. ...

Read More
Lack of interest sinks Vanguard's multi-factor active ETF

Vanguard is terminating its multi-factor active ETF. ...

Read More
BetaShares announces launch of solar energy and uranium ETFs

BetaShares has announced the launch of new ETFs to offer investors access to two of the world’s most significant alternative energy sourc...

Read More

Website Notifications

admin panel image

Get notifications in real-time for staying up to date with content that matters to you.